The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M COMPANY COM 88579Y101 40,774 231,370 SH   SOLE   231,370 0 0
A O SMITH COM 831865209 25,685 260,000 SH   SOLE   260,000 0 0
ABB LTD ADR (SZ) COM 000375204 1,494 66,360 SH   SOLE   66,360 0 0
ABBOTT LABORATORIES COM 002824100 262 6,190 SH   SOLE   6,190 0 0
ABBVIE INC COM 00287Y109 226 3,580 SH   SOLE   3,580 0 0
ALLEGHANY CORP COM 017175100 295 561 SH   SOLE   561 0 0
ALLEGHENY TECH COM 01741R102 21,882 1,210,945 SH   SOLE   1,210,945 0 0
ALPHABET INC CLASS C COM 02079K107 34,901 44,901 SH   SOLE   44,901 0 0
ALTRIA GROUP COM 02209S103 955 15,100 SH   SOLE   15,100 0 0
AMBARELLA (CI) COM G037AX101 331 4,500 SH   SOLE   4,500 0 0
AMERICAN EXPRESS COM 025816109 314 4,900 SH   SOLE   4,900 0 0
APPLE INC COM 037833100 29,148 257,834 SH   SOLE   257,834 0 0
AT&T COM 00206R102 28,570 703,528 SH   SOLE   703,528 0 0
AUTOMATIC DATA PROCESSING COM 053015103 28,593 324,185 SH   SOLE   324,185 0 0
AVERY DENNISON COM 053611109 32,528 418,156 SH   SOLE   418,156 0 0
BANK OF NOVA SCOTIA ADR (CA) COM 064149107 1,245 23,499 SH   SOLE   23,499 0 0
BB&T COM 054937107 1,176 31,190 SH   SOLE   31,190 0 0
BCE (CA) COM 05534B760 11,592 251,025 SH   SOLE   251,025 0 0
BERKSHIRE HATHAWAY CL B COM 084670702 1,134 7,850 SH   SOLE   7,850 0 0
BLACKSTONE GROUP LP UNT 09253U108 6,142 240,570 SH   SOLE   240,570 0 0
BORG WARNER INC COM 099724106 17,370 493,735 SH   SOLE   493,735 0 0
BRISTOL-MYERS SQUIBB COM 110122108 941 17,455 SH   SOLE   17,455 0 0
BROOKFIELD INFRASTRUCTURE PART UNT g16252101 19,327 557,924 SH   SOLE   557,924 0 0
BROOKFIELD RENEWABLE COMMON LP UNT G16258108 8,339 271,095 SH   SOLE   271,095 0 0
BUNGE LTD ADR (BM) COM G16962105 293 4,955 SH   SOLE   4,955 0 0
C.R. BARD COM 067383109 31,163 138,949 SH   SOLE   138,949 0 0
CAMPBELL SOUP COM 134429109 498 9,100 SH   SOLE   9,100 0 0
CANADIAN NAT'L RWY ADR (CA) COM 136375102 23,450 358,570 SH   SOLE   358,570 0 0
CANADIAN PACIFIC RAILWAY LTD ( COM 13645T100 1,143 7,485 SH   SOLE   7,485 0 0
CATERPILLAR COM 149123101 878 9,890 SH   SOLE   9,890 0 0
CHARLES SCHWAB CORP COM 808513105 28,329 897,340 SH   SOLE   897,340 0 0
CHECK POINT SOFTWARE TECH (IS) COM M22465104 1,222 15,745 SH   SOLE   15,745 0 0
CHEVRON CORPORATION COM 166764100 383 3,725 SH   SOLE   3,725 0 0
CHURCH AND DWIGHT COM 171340102 37,873 790,331 SH   SOLE   790,331 0 0
CISCO SYSTEMS COM 17275R102 24,807 782,055 SH   SOLE   782,055 0 0
COCA-COLA COM 191216100 9,111 215,300 SH   SOLE   215,300 0 0
COLGATE PALMOLIVE COM 194162103 30,194 407,252 SH   SOLE   407,252 0 0
CORNING COM 219350105 40,740 1,722,627 SH   SOLE   1,722,627 0 0
COTT CORP (CA) COM 22163N106 25,650 1,800,000 SH   SOLE   1,800,000 0 0
CVS HEALTH CORP COM 126650100 668 7,510 SH   SOLE   7,510 0 0
DEERE AND CO COM 244199105 17,789 208,425 SH   SOLE   208,425 0 0
DISCOVERY COMMUNICATIONS SER C COM 25470F302 474 18,000 SH   SOLE   18,000 0 0
DUKE ENERGY CORP NEW COM 26441C204 1,333 16,648 SH   SOLE   16,648 0 0
DUN & BRADSTREET COM 26483E100 378 2,765 SH   SOLE   2,765 0 0
DUPONT COM 263534109 24,449 365,073 SH   SOLE   365,073 0 0
EMERSON ELECTRIC COM 291011104 3,388 62,152 SH   SOLE   62,152 0 0
ENTERPRISE PRODUCTS PARTNERS L MLP 293792107 7,652 276,950 SH   SOLE   276,950 0 0
EQUIFAX COM 294429105 3,622 26,916 SH   SOLE   26,916 0 0
EXXON MOBIL COM 30231g102 28,122 322,208 SH   SOLE   322,208 0 0
FEDEX CORPORATION COM 31428X106 22,558 129,138 SH   SOLE   129,138 0 0
FLUOR COM 343412102 836 16,295 SH   SOLE   16,295 0 0
FMC CORP COM 302491303 30,379 628,450 SH   SOLE   628,450 0 0
GENERAL ELECTRIC COM 369604103 34,230 1,155,645 SH   SOLE   1,155,645 0 0
GILEAD SCIENCES COM 375558103 897 11,341 SH   SOLE   11,341 0 0
GLAXOSMITHKLINE PLC ADR (GB) COM 37733w105 631 14,638 SH   SOLE   14,638 0 0
HARRIS COM 413875105 30,456 332,455 SH   SOLE   332,455 0 0
HENRY SCHEIN INC COM 806407102 20,637 126,625 SH   SOLE   126,625 0 0
HILL-ROM HOLDINGS COM 431475102 13,945 225,000 SH   SOLE   225,000 0 0
HOME DEPOT INC COM 437076102 31,483 244,659 SH   SOLE   244,659 0 0
HONEYWELL INT'L COM 438516106 37,492 321,570 SH   SOLE   321,570 0 0
HOWARD HUGHES CORP COM 44267D107 16,030 140,000 SH   SOLE   140,000 0 0
HP INC COM 40434L105 19,694 1,268,145 SH   SOLE   1,268,145 0 0
IBM COM 459200101 1,208 7,605 SH   SOLE   7,605 0 0
INGREDION COM 457187102 865 6,500 SH   SOLE   6,500 0 0
INT'L PAPER COM 460146103 28,896 602,250 SH   SOLE   602,250 0 0
INTL FLAVORS& FRAGRANCES COM 459506101 3,381 23,645 SH   SOLE   23,645 0 0
J M SMUCKER COM 832696405 390 2,875 SH   SOLE   2,875 0 0
JACK HENRY ASSOC COM 426281101 18,393 215,000 SH   SOLE   215,000 0 0
JOHNSON & JOHNSON COM 478160104 41,449 350,880 SH   SOLE   350,880 0 0
KELLOGG COM 487836108 217 2,800 SH   SOLE   2,800 0 0
KIMBERLY-CLARK COM 494368103 29,367 232,812 SH   SOLE   232,812 0 0
KRAFT HEINZ COM 500754106 2,008 22,438 SH   SOLE   22,438 0 0
KROGER COM 501044101 19,437 654,871 SH   SOLE   654,871 0 0
LEGGETT & PLATT COM 524660107 29,952 657,128 SH   SOLE   657,128 0 0
LEUCADIA NAT'L CORP COM 527288102 337 17,700 SH   SOLE   17,700 0 0
LOCKHEED MARTIN COM 539830109 32,374 135,050 SH   SOLE   135,050 0 0
MANULIFE FINL CORP ADR (CA) COM 56501R106 2,592 183,695 SH   SOLE   183,695 0 0
MARSH & MCLENNAN COM 571748102 19,448 289,189 SH   SOLE   289,189 0 0
MCCORMICK & CO COM 579780206 33,271 332,980 SH   SOLE   332,980 0 0
MEDTRONIC PLC (IL) COM G5960L103 23,755 274,940 SH   SOLE   274,940 0 0
MELLANOX TECHNOLOGIES (IS) COM M51363113 14,056 325,000 SH   SOLE   325,000 0 0
MERCK & CO INC NEW COM 58933Y105 283 4,539 SH   SOLE   4,539 0 0
METLIFE COM 59156R108 17,165 386,330 SH   SOLE   386,330 0 0
MICROSOFT COM 594918104 4,192 72,780 SH   SOLE   72,780 0 0
MINERALS TECHNOLOGIES COM 603158106 353 5,000 SH   SOLE   5,000 0 0
MONDELEZ INTERNATIONAL COM 609207105 207 4,710 SH   SOLE   4,710 0 0
NESTLE SA ADR (SZ) COM 641069406 1,665 21,065 SH   SOLE   21,065 0 0
NEWELL BRANDS COM 651229106 27,519 522,585 SH   SOLE   522,585 0 0
NEXTERA ENERGY COM 65339F101 856 6,995 SH   SOLE   6,995 0 0
NOKIA (FI) COM 654902204 17,876 3,087,415 SH   SOLE   3,087,415 0 0
NORFOLK SOUTHERN COM 655844108 1,156 11,915 SH   SOLE   11,915 0 0
OLIN COM 680665205 19,463 948,465 SH   SOLE   948,465 0 0
OMNICOM GROUP COM 681919106 17,850 210,000 SH   SOLE   210,000 0 0
ONEX CORP COM CA68272K1 1,162 18,000 SH   SOLE   18,000 0 0
PARKER-HANNIFIN COM 701094104 1,277 10,175 SH   SOLE   10,175 0 0
PAYPAL HOLDINGS COM 70450Y103 12,073 294,670 SH   SOLE   294,670 0 0
PENTAIR PLC (IL) COM G7S00T104 337 5,250 SH   SOLE   5,250 0 0
PEPSICO COM 713448108 33,126 304,551 SH   SOLE   304,551 0 0
PFIZER COM 717081103 2,768 81,735 SH   SOLE   81,735 0 0
PIEDMONT NATURAL GAS COM 720186105 573 9,550 SH   SOLE   9,550 0 0
PROCTER & GAMBLE COM 742718109 5,741 63,972 SH   SOLE   63,972 0 0
ROCHE HOLDING AG (SZ) COM 771195104 18,846 608,515 SH   SOLE   608,515 0 0
ROCKWELL AUTOMATION COM 773903109 560 4,575 SH   SOLE   4,575 0 0
ROYAL BANK CANADA MONTREAL (CA COM 780087102 938 15,145 SH   SOLE   15,145 0 0
S & P GLOBAL COM 78409V104 40,292 318,363 SH   SOLE   318,363 0 0
SIEMENS AG ADR (DE) COM 826197501 14,665 125,000 SH   SOLE   125,000 0 0
SILVER WHEATON (CA) COM 828336107 31,657 1,171,195 SH   SOLE   1,171,195 0 0
SMITH & WESSON HOLDING CORP COM 831756101 25,444 956,900 SH   SOLE   956,900 0 0
SNAP-ON COM 833034101 20,372 134,060 SH   SOLE   134,060 0 0
SUBURBAN PROPANE PARTNERS LP MLP 864482104 8,332 250,225 SH   SOLE   250,225 0 0
TELEDYNE TECHNOLOGIES COM 879360105 34,061 315,588 SH   SOLE   315,588 0 0
TERRA NITROGEN CO LP UNT 881005201 11,458 102,000 SH   SOLE   102,000 0 0
TETRA TECH COM 88162G103 21,287 600,145 SH   SOLE   600,145 0 0
TEXAS INSTRUMENTS COM 882508104 40,729 580,348 SH   SOLE   580,348 0 0
THERMO FISHER SCIENTIFIC COM 883556102 34,745 218,439 SH   SOLE   218,439 0 0
TRINSEO S.A. (LU) COM L9340P101 16,968 300,000 SH   SOLE   300,000 0 0
UNILEVER N V - NEW YORK SHS AD COM 904784709 1,222 26,500 SH   SOLE   26,500 0 0
UNILEVER PLC ADR (GB) COM 904767704 15,619 329,525 SH   SOLE   329,525 0 0
UNION PACIFIC COM 907818108 22,196 227,581 SH   SOLE   227,581 0 0
UNITED TECHNOLOGIES COM 913017109 808 7,950 SH   SOLE   7,950 0 0
VCA INC COM 918194101 20,990 299,940 SH   SOLE   299,940 0 0
VERIZON COMMUNICATIONS COM 92343V104 408 7,854 SH   SOLE   7,854 0 0
VERMILION ENERGY (CA) COM 923725105 25,474 657,570 SH   SOLE   657,570 0 0
VISA COM 92826C839 29,540 357,197 SH   SOLE   357,197 0 0
VULCAN MATERIALS COM 929160109 11,373 100,000 SH   SOLE   100,000 0 0
WALGREENS BOOTS ALLIANCE COM 931427108 5,938 73,657 SH   SOLE   73,657 0 0
WALT DISNEY COM 254687106 29,013 312,437 SH   SOLE   312,437 0 0
WELLTOWER INC COM 95040Q104 1,538 20,575 SH   SOLE   20,575 0 0
WEYERHAEUSER COM 962166104 2,371 74,222 SH   SOLE   74,222 0 0
XYLEM COM 98419M100 16,763 319,600 SH   SOLE   319,600 0 0
YADKIN FINANCIAL COM 984305102 568 21,600 SH   SOLE   21,600 0 0